iShares ESG Aware MSCI EAFE ETF
ESGD
577 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 235 increasing their positions, 180 reducing their positions, and 32 closing their positions.
34% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 32
31% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 180
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
7% more capital invested
Capital invested by funds: $6.15B → $6.58B (+$436M)
0.28% more ownership
Funds ownership: 80.55% → 80.83% (+0.28%)
0% less funds holding
Funds holding: 579 → 577 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
Ellevest Inc
New York
|
+$50.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$27.8M |
| 4 |
Morgan Stanley
New York
|
+$19.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$50.2M |
| 2 |
BlackRock
New York
|
-$31.5M |
| 3 |
Jane Street
New York
|
-$23.2M |
| 4 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$14.4M |
| 5 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$12.2M |
ESGD Hedge Fund Activity: Q1 2024 in Review
577 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2024, worth a combined $6.58B — up 7.1% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ESGD positions and 32 closed out — a net gain of 11 holders — while 235 added to existing stakes and 180 trimmed.
The largest buyer was Ellevest Inc, adding an estimated $50.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $50.2M.
- 577 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2024, down from 579 in Q4 2023.
- Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2024, up 7.1% quarter-over-quarter.
- 43 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2024 and 32 closed out, a net change of +11 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2024 was Ellevest Inc, an estimated $50.7M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $50.2M sold.
Based on aggregated 13F filings for Q1 2024.